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Retirement tax questions
Some states require you to have a state distribution amount in box 16.
Edit the 1099-R, and either put the value of box 2a into box 16.....or on a follow-up page, which displays the state taxes withheld, you have a state distribution blank that needs to be filled in with the value off box 2a.
If box 2a is empty, you can probably just use the value in box 1 instead,,,especially if you didn't make any after-tax contributions to that retirement account.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 11, 2025
4:23 AM